How to Use Microsoft Planner for Project Management
- George Apostolov
How to Use Microsoft Planner for Project Management: step-by-step guide
Head over to the bottom-left section and click 'New Plan'.
After that, select 'Project Management' from the available templates.
Tap 'Use Template' to proceed.
Subsequently, add a unique plan name and specify the group where you wish to save it.
Once done, click 'Create'.
After completing these steps, a new plan dedicated to project management will be created. You can now add, share, and manage tasks on this dashboard.
Quick answer: To manage projects in Microsoft, click New Plan, select the Project Management template, and tap Use Template. Enter a unique plan name and specify the save group, then click Create to finish setting up your new project dashboard.
About this Microsoft tutorial
Create and manage project tasks efficiently using Microsoft Planner templates with this quick setup guide. This guide shows how to use Microsoft Planner for Project Management in 6 steps, starting with "Head over to the bottom-left section and click 'New Plan'" and finishing with "After completing these steps, a new plan dedicated to project management will be create...". The interactive demo above is a click-through copy of the real Microsoft interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to use Microsoft Planner for Project Management?
6 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Microsoft data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Microsoft. Related guides: How to Use Microsoft Planner in Teams, How to Use Microsoft Planner to Track Multiple Projects and Microsoft Outlook AppSheet Integration. Last reviewed 05 Oct 2026.
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